Position in PBT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$14,498
New position
Shares Held
579
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#85
of 101 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026JNBA Financial Advisors holds $628,577 across 15 Oil & Gas Midstream names. PBT ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
8,195 | $444,250 | |
| 2 | WMB |
Williams Companies, Inc.
|
1,025 | $76,198 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
1,323 | $48,633 | |
| 4 | OKE |
Oneok Inc /New/
|
219 | $19,039 | |
| 5 | PBT |
Permian Basin Royalty Trust
This page
|
579 | $14,498 | |
| 6 | TNCAF |
Tc Energy Corp
|
186 | $12,329 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
114 | $3,644 | |
| 8 | TRGP |
Targa Resources Corp.
|
12 | $3,217 |
All Filings in PBT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,498 | 579 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||